Free for what should be free.
The core RIA experience is free, forever. No credit card, no trial period, no surprise paywall. You pay only for advanced tools you choose to add, and only after they ship with clear pricing.
What’s free
Free, forever — everything you need to value and benchmark your firm.
- Public RIA lookup: any firm’s public Form ADV record
- Claim your firm and unlock your RIAAS score (the RIA Ascent Score)
- Firm Portrait valuation range, top drags, and a prioritized fix list
- Benchmarking and firm-to-firm comparison
- Browse the vendor and service-provider directories
- Firm profile management
- Secure data controls and consent management
Coming later
Coming soonDeeper analysis and tools you can choose to use, announced with pricing as we release them:
- Deeper valuation analysis
- Aggregate analytics
- Bulk data export
- Integrations with the tools you use
- AI-assisted analysis
The core stays free.
How pricing works
You start with the full core and add paid tools only if you choose to. No dollar figures until a plan ships. When paid add-ons launch, each is announced with clear pricing, and you choose what, if anything, to add.
Your firm’s Form ADV record is already public; you shouldn’t have to pay to know what your firm is worth. The harder problem is fit — finding the partners actually suited to your goals — and if you choose to share insight into your firm, we use it to propose the ones that fit best. Those firms already spend heavily to reach you; we make that efficient and take a subscription fee, with no success fee and no bias toward any vendor.
Know what your firm is worth.
Are you a vendor serving RIAs, an acquirer of RIAs, or interested in partnering with RIA Ascent? See how partnering works →